Download or read book The Money Monarchs written by Douglas J. Donnelly and published by Irwin Professional Pub. This book was released on 1994 with total page 222 pages. Available in PDF, EPUB and Kindle. Book excerpt: Discusses the principles of portfolio management and selecting an advisor, and evaluates the approach and performance record of ten firms

Download or read book The Winner s Circle IV written by R. J. Shook and published by . This book was released on 2005-04 with total page 346 pages. Available in PDF, EPUB and Kindle. Book excerpt: A team of America's most successful financial advisors offer their advice to private investors and financial professionals in this insightful guide. These advisors, who typically reserve their advice for elite and institutional investors, share their private wealth management and investing strategy secrets, including how they provide extraordinary advice and service, how they have built their businesses, which direction their businesses are taking for the future, and how they have set themselves apart from the vast majority of Wall Street professionals. Providing ideas and guidance for a variety of financial situations, this guide is an answer to securing prosperity for the future.

Download or read book America s Best Money Managers written by and published by . This book was released on 1991 with total page 54 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Winner s Circle V written by Robert James Shook and published by . This book was released on 2009 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Few industries evolve as quickly as Wall Street does. And it's The Winner's Circle financial advisors on the forefront of the industry--the ones affecting individuals' lives the most--who must continually evolve their practices, their investment philosophies, and their teams to meet their clients' ever-changing needs. These elite financial advisors--better described as wealth managers--are typically several years ahead of the industry. They begin with an in-depth view of each client's goals, dreams, and overall financial and family situation. With an eye towards how much risk the client can tolerate, they provide customized and comprehensive solutions--solutions that embrace the paramount importance of diversification through asset allocation. And while top wealth managers recognize that strong investment performance is essential, they--and the teams they lead--are perhaps even more committed to building deep client relationships and consistently providing world-class customer service.Who are these top wealth managers, how do they actually run their businesses, and how are they evolving their practices? What kinds of situations do they work in, and how do they build the dedicated teams and far-reaching expertise needed to best serve their clients? When actually investing their clients' money, what resources and research do they rely on, what investment vehicles do they use, and how do they maximize returns while safeguarding their clients' long-term futures? Finally, what approaches do they take to getting to know their clients' hearts and minds so well that they can be certain they are acting in their best interest? For nearly two decades now, industry authority R.J. Shook, founder of The Winner's Circle, LLC, has been answering these and similar questions in his ground-breaking and industry best-selling series of Winner's Circle(R) books, and in the many magazine cover stories and other publications nationwide that The Winner's Circle publishes each year. Barron's magazine calls Shook an industry expert, and relies on The Winner's Circle's expertise for three annual Top 100 Financial Advisor compendiums based on multiple objective criteria and in-depth personal interviews. In this book, The Winner's Circle V, Shook delves deeper than ever into the best practices, actionable ideas, and superior strategies that set apart 14 of the very best wealth managers or wealth manager partnerships. Special emphasis is placed on how these elite financial advisors build ever deeper relationships with their clients, their partners, and their team members, and on how they ensure the best possible investment returns and overall satisfaction of their clients in an increasingly volatile financial climate. A must-read for industry professionals. Financial advisors and other industry professionals can gain valuable insight into some of today's most successful wealth managers and wealth management teams. Everything from their day-to-day practices and investment techniques to how they build superior service teams and prepare for the future is revealed in a personable and user-friendly context. Moreover, it's hard not to be inspired by the personal stories--the challenges and triumphs--of many of these top wealth managers, as well as by the way they give back amply to their clients, teams, firms, families, and communities.An invaluable touchstone for investors. Investors at all levels can learn wealth management techniques and strategies from some of the industry's very best wealth managers. As you see what the very best have to offer, you can gain an understanding of how your current financial advisor measures up, and you can share some of the valuable ideas found throughout this volume with the advisor or team currently serving you. If you're on your own as an investor, you'll gain a much better understanding of the extraordinary, multi-dimensional value that comes from working with a top-notch wealth manager.

Download or read book Investment Gurus written by Peter J. Tanous and published by Penguin. This book was released on 1999-01-15 with total page 617 pages. Available in PDF, EPUB and Kindle. Book excerpt: Investment advisor Peter J. Tanous takes readers behind the scenes with Wall Street's movers and shakers, going head-to-head with 14 of America's top money managers and four leading financial economists to uncover their proven techniques for beating the market consistently.

Download or read book A Wealth of Common Sense written by Ben Carlson and published by John Wiley & Sons. This book was released on 2015-06-22 with total page 231 pages. Available in PDF, EPUB and Kindle. Book excerpt: A simple guide to a smarter strategy for the individual investor A Wealth of Common Sense sheds a refreshing light on investing, and shows you how a simplicity-based framework can lead to better investment decisions. The financial market is a complex system, but that doesn't mean it requires a complex strategy; in fact, this false premise is the driving force behind many investors' market "mistakes." Information is important, but understanding and perspective are the keys to better decision-making. This book describes the proper way to view the markets and your portfolio, and show you the simple strategies that make investing more profitable, less confusing, and less time-consuming. Without the burden of short-term performance benchmarks, individual investors have the advantage of focusing on the long view, and the freedom to construct the kind of portfolio that will serve their investment goals best. This book proves how complex strategies essentially waste these advantages, and provides an alternative game plan for those ready to simplify. Complexity is often used as a mechanism for talking investors into unnecessary purchases, when all most need is a deeper understanding of conventional options. This book explains which issues you actually should pay attention to, and which ones are simply used for an illusion of intelligence and control. Keep up with—or beat—professional money managers Exploit stock market volatility to your utmost advantage Learn where advisors and consultants fit into smart strategy Build a portfolio that makes sense for your particular situation You don't have to outsmart the market if you can simply outperform it. Cut through the confusion and noise and focus on what actually matters. A Wealth of Common Sense clears the air, and gives you the insight you need to become a smarter, more successful investor.

Download or read book The White Coat Investor written by James M. Dahle and published by White Coat Investor LLC the. This book was released on 2014-01 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!

Download or read book Secrets of the Wealth Makers written by Michael F. Lane and published by McGraw-Hill Companies. This book was released on 2000 with total page 248 pages. Available in PDF, EPUB and Kindle. Book excerpt: Packed with insights and opinions from top money managers around the world, this book presents a complete blueprint for planning, protecting, and accumulating wealth. 5 illustrations.

Download or read book Individually Managed Accounts written by Robert B. Jorgensen and published by John Wiley & Sons. This book was released on 2003-02-03 with total page 288 pages. Available in PDF, EPUB and Kindle. Book excerpt: The first investor-friendly book on IMAs By 2010 nearly five million households will invest more than $2.6 trillion in individually managed accounts (IMAs). Today nearly $470 billion is invested in IMAs, yet not one book has clearly addressed the topic-until now. Individually Managed Accounts: An Investor's Guide shows investors what IMAs are, how to use them, and the related pros and cons of investing in them compared to other investment alternatives. Robert Jorgensen, CIMA (San Diego, CA), is the founder and CEO of RunMoney. He also founded Lockwood Pacific Investment Group and held senior positions at E. F. Hutton and Salomon Smith Barney. He is a regular speaker at numerous financial forums.

Download or read book Rich in America written by Jeffrey S. Maurer and published by John Wiley & Sons. This book was released on 2003-10-07 with total page 287 pages. Available in PDF, EPUB and Kindle. Book excerpt: Advance Praise for Rich In America "I highly recommend Rich in America to investors of all economic levels. While certainly no company understands the wealthy better than U.S. Trust, Jeff Maurer has done a wonderful job of turning the wisdom he gathered during his distinguished career at this venerable institution into advice that will benefit anyone interested in making smarter financial decisions." -Charles Schwab Chairman, The Charles Schwab Corporation "Jeff Maurer is uniquely qualified to advise the affluent and those who would be. Rich in America is packed with insight and wisdom gleaned from his long and tremendously successful career at the very pinnacle of wealth management." -Timothy C. Forbes Chief Operating Officer, Forbes Inc. "For thirty-three years, Jeff Maurer helped build U.S. Trust Corporation into one of the nation's most prominent and respected wealth managers. In this book, Jeff combines his own experience with the knowledge gleaned from a decade of U.S. Trust research into who the affluent are, how they earned their money, and how they keep it. The U.S. Trust approach to building and maintaining wealth makes relevant reading for anyone eager to provide for their own and their family's financial well-being." -Alan J. Weber Chairman and Chief Executive Officer, U.S. Trust Corporation "Jeff Maurer has distilled more than three decades of investment advice to affluent clients into a concise, informative, and extraordinarily readable work. Readers who are trying to preserve accumulated assets, as well as those who are setting out to build substantial wealth, will profit from this wide-ranging book." -James Poterba Mitsui Professor of Economics, MIT

Download or read book Nelson s World s Best Money Managers written by and published by . This book was released on 1996 with total page 262 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book It s About More Than the Money written by Saly A. Glassman and published by Pearson Education. This book was released on 2010-03-23 with total page 266 pages. Available in PDF, EPUB and Kindle. Book excerpt: “Concise, realistic, and very readable, this book opens up the complex world of financial investing and provides a useful guide that first-time investors can and should utilize.” –Publishers Weekly “It’s About More Than the Money is a book for our times. Now more than ever, people are looking for financial advisors who can help them plan a secure future for their families and keep their dreams on track. Glassman captures the essence of this critical relationship–describing the qualities of trust and commitment that both client and advisor must bring to the table. Readers will come away with a better understanding of how the best financial advisors can change lives–and learn how to find the advisor who is right for them.” –Sallie Krawcheck, President, Global Wealth & Investment Management, Bank of America “Saly Glassman uses her many years of financial advisory experience to help you improve your wealth in this well-written and entertaining book. This breezy read is full of anecdotes and is especially useful to those wanting to know more about working successfully with financial professionals.” –Greg Karp, syndicated personal finance columnist at the Tribune Company, and author ofThe 1-2-3 Money Plan and Living Rich by Spending Smart “Read this before you read any other book on investments. From the mind and heart of a winning and highly respected financial advisor, it’s a strong dose of ‘intellectual hard love’–a lot of things you may not want to hear or do–but absolutely need to– before investing a dime.” –Steve Leimberg, Publisher, Leimberg Information Services, Inc. (LISI) “When selecting a financial advisor, most people look only to the bottom line: ‘How much money will I make?’ Saly Glassman, in a concise and intuitive style, discusses through real life examples, the importance of selecting a financial advisor with whom you can develop a strong personal relationship. Ultimately, this collaboration is how true wealth is achieved and sustained through generations.” –Morey S. Rosenbloom, Blank Rome LLP In It’s About More Than the Money, award-winning financial advisor Saly A. Glassman shows you how to regain control over your financial life–and stay in control. Glassman brings together 21 fundamental investment principles, illuminates them with actual investor experiences, and guides you through putting each one to work. Drawing on everything she’s learned working with a broad cross-section of investors, Glassman teaches you how to plan your finances strategically, place money in broader context, and make your most important dreams a reality. You’ll focus on what you can control and let go of what you can’t...apply investment rules that work...recognize when to do nothing...assess your progress objectively, and much more. Glassman also helps you decide whether you need professional advice–and, if you do, she shows how to find an advisor who will add real value. Packed with insightful investor stories, this book will help you make wiser, better financial decisions–whatever your goals, whatever your age, and whatever the economy does next.

Download or read book The Winner s Circle written by R. J. Shook and published by . This book was released on 2006-10 with total page 264 pages. Available in PDF, EPUB and Kindle. Book excerpt: An in-depth examination of both theory and the actual day-to-day practice of asset allocation, this comprehensive guide is based on interviews with 27 industry experts chosen from Barron's annual rankings of the nation's top financial advisors. Using extensive examples and real-life stories, these insiders explain how to build the kind of personalized portfolio they recommend to their elite clients: one that provides consistent and superior rates of return that meet short-term or long-term objectives in good, bad, and flat markets.

Download or read book Who Rules America Now written by G. William Domhoff and published by Touchstone. This book was released on 1986 with total page 244 pages. Available in PDF, EPUB and Kindle. Book excerpt: The author is convinced that there is a ruling class in America today. He examines the American power structure as it has developed in the 1980s. He presents systematic, empirical evidence that a fixed group of privileged people dominates the American economy and government. The book demonstrates that an upper class comprising only one-half of one percent of the population occupies key positions within the corporate community. It shows how leaders within this "power elite" reach government and dominate it through processes of special-interest lobbying, policy planning and candidate selection. It is written not to promote any political ideology, but to analyze our society with accuracy.

Download or read book Let s Get Real About Money written by Eric Tyson and published by . This book was released on 2007 with total page 352 pages. Available in PDF, EPUB and Kindle. Book excerpt: "The book's gem is a personal financial action plan that allows easy assessment of current assets and retirement goals ... This book demystifies the many obstacles--from the logistical to the conceptual--to smart financial planning."--Publishers Weekly "Eric Tyson is the best personal finance writer at work today. In a field cluttered with hucksters, false gurus, and just plain bad advice, this book delivers powerful common sense. I trust Eric Tyson, and you should, too." --Tom Ehrenfeld, former writer and Editor at Harvard Business Review and Inc. Magazine, author of The Startup Garden: How Growing a Business Grows You "Many people have developed attitudes, beliefs, and fears about money that prevent them from acquiring, investing, and spending it in healthy ways ... Eric Tyson helps readers get past all that ... and start building happy and healthy financial futures. Everyone can profit from this new book--I did." --Dr. Brian Russell, Psychologist as seen on CNN, Court TV, and Fox News; Professor, University of Kansas Transform Your Personal Financial Habits and Attitudes ... And Your Life! Real money solutions from the best-selling author of Personal Finance For Dummies, Eric Tyson! Save smarter, invest smarter, and spend smarter, starting today Reduce your financial risks--and eliminate your money anxieties For everyone interested in improving their personal finances ... whether you're saving for college, retirement, or anything else Worried about money? Join the club. Now, do something about it! One of America's best-selling personal finance authors offers real, practical solutions that work: steps you can take right now to start replacing money anxiety with financial fulfillment and happiness. Eric Tyson gets straight to the point, identifying the habits that put you at risk--and helping you replace them with the habits of financial success . Tyson offers plain-English, no-gimmick techniques you can really use: knowledge you'd have to pay a fortune for, if you could get it at all! Financial success doesn't just "happen": it's determined by your financial habits. Fortunately, you can develop good financial habits--and systematically eliminate the bad ones that stand in your way. Eric Tyson will show you how-- step-by-step and hands-on . Millions of people have benefited from Tyson's best-selling books and award-winning columns. Now he brings together all he's learned over two decades--including financial management secrets most professionals neve ...

Download or read book Growing Rich with Growth Stocks written by Kirk Kazanjian and published by Penguin. This book was released on 2000-05-01 with total page 349 pages. Available in PDF, EPUB and Kindle. Book excerpt: "There have been many books written about financial wizards, but this one is about five Wall Street sages. Read and learn how to quickly apply their 12 logical rules to investing in growth stocks. This is a timely book for all times!" -- Ralph J. Acampora, CMT Managing Director, Prudential Securities, Inc. When Donald Yacktman, Shelby Davis, Elizabeth Bramwell, L. Roy Papp, and Robert Stovall talk, investors the world over listen. These experts collectively not only manage billions of dollars, but have also posted some of the best performance results of money managers on Wall Street today. Now noted investment analyst and author Kirk Kazanjian takes readers behind-the-scenes with these luminaries and reveals their most successful investment secrets. As an added bonus, each 'guru' offers his or her top 10 growth stock picks for the next millennium. Complete with candid, personal biographies that both paint an informative portrait of these money managers and offer an insight into what makes them tick, Kazanjian provides 12 easy-to-follow rules that get right to the heart of knowing how to spot tomorrow's most promising investment's today: 1) Forget about the Market 2) Invest Like a Tortoise, Profit Like a Hare 3) Buy the Best When It's on Sale 4) Take a Good Look Around You 5) Get to Know Your Partners 6) Avoid Unnecessary Risk 7) Travel Around the Globe, But Stay at Home 8) Be Willing to Change 9) Never Underestimate the Power of Technology 10) Read the Fine Print 11) Don't Spread Yourself Too Thin 12) Know When to Say Goodbye

Download or read book Kiplinger s Personal Finance written by and published by . This book was released on 1995-04 with total page 136 pages. Available in PDF, EPUB and Kindle. Book excerpt: The most trustworthy source of information available today on savings and investments, taxes, money management, home ownership and many other personal finance topics.